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Get Institutions for : 
iShares Dow Jones US Industrial (IYJ)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 273    6
Total shares held : 
 4,951,630  
% of shares held : 
 8.54%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   6  
Amount of shares held : 
 -403,248  
% of shares held change : 
   -0.7%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
25
 151,724
 3.06%
 
Increased Positions :
84
 448,925
 9.07%
 
Unchanged Positions :
80
 277,264
 5.6%
 
Decreased Positions :
84
-583,082
-11.78%
 
Closed Positions :
19
-420,815
-8.5%
 
Guru Positions :
1
2,650
 0.05%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Frank Rimerman Advisors LLC 25 - 2023-12-31 24,468 $2,798,000 0
   MAGNOLIA CAPITAL MANAGEMENT LTD 9 - 2024-03-31 22,010 $2,767,000 0
   Ariel Capital Advisors LLC 47 - 2023-12-31 20,524 $2,347,000 0
   Zurich Insurance Group Ltd/FI 169 - 2023-12-31 18,232 $2,056,000 0
   MMBG INVESTMENT ADVISORS CO. 66 - 2023-12-31 15,600 $1,784,000 0
   WEALTH ADVISORS INC. 21 - 2023-09-30 16,356 $1,650,000 0
   ADELL HARRIMAN & CARPENTER INC 102 - 2024-03-31 7,394 $929,000 0
   Simmons Bank 192 - 2023-12-31 7,380 $844,000 0
   Compagnie Lombard Odier SCA 186 - 2023-12-31 7,000 $801,000 0
   LLBH Private Wealth Management LLC 78 - 2023-12-31 6,185 $707,000 0
   Charter Oak Capital Management LLC 90 - 2024-03-31 5,353 $673,000 0
   COLONY GROUP LLC 509 - 2023-09-30 6,261 $632,000 0
   Cresset Asset Management LLC 1129 - 2023-12-31 5,108 $584,000 0
   STEPHENS INC /AR/ 750 - 2023-12-31 4,310 $493,000 0
   PARSEC FINANCIAL MANAGEMENT, INC. 209 - 2023-03-31 4,726 $473,000 0
   Noble Family Wealth LLC 52 - 2024-03-31 3,600 $453,000 0
   RAYMOND JAMES TRUST CO 767 - 2024-03-31 3,548 $446,000 0
   EDMOND DE ROTHSCHILD HOLDING S.A. 323 - 2023-12-31 3,900 $446,000 0
   Castle Rock Wealth Management LLC 150 - 2023-12-31 3,910 $437,000 0
   SUMMIT FINANCIAL GROUP INC 133 - 2024-03-31 3,200 $402,000 0
   Moloney Securities Asset Management LLC 283 - 2023-12-31 3,489 $399,000 0
   Abbrea Capital LLC 179 - 2023-12-31 3,400 $389,000 0
   WHITTIER TRUST CO 562 - 2023-12-31 2,810 $321,000 0
   Sontag Advisory LLC 508 - 2023-12-31 2,792 $319,000 0
   Chesapeake Wealth Management 126 - 2023-12-31 2,736 $313,000 0
   SONATA CAPITAL GROUP INC 93 - 2023-12-31 2,400 $274,000 0
   Chemistry Wealth Management LLC 137 - 2024-03-31 2,149 $270,000 0
   FIRST MERCHANTS CORP 204 - 2024-03-31 2,098 $264,000 0
   Mill Creek Capital Advisors LLC 206 - 2023-12-31 2,200 $252,000 0
   CFM WEALTH PARTNERS LLC 141 - 2024-03-31 1,963 $247,000 0
   KCM INVESTMENT ADVISORS LLC 337 - 2023-12-31 2,135 $244,000 0
   Galvin Gaustad & Stein LLC 170 - 2024-03-31 1,800 $226,000 0
   BDO Wealth Advisors LLC 255 - 2023-06-30 2,021 $214,000 0
   Geneos Wealth Management Inc. - 2023-12-31 1,842 $211,000 0
   Parallel Advisors LLC 781 - 2023-12-31 1,800 $206,000 0
   GUARANTY TRUST CO OF MISSOURI /MO/ 550 - 2024-03-31 1,638 $206,000 0
   Westside Investment Management Inc. 225 - 2024-03-31 1,460 $184,000 0
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1432 - 2023-12-31 1,558 $178,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 904 - 2023-12-31 1,508 $172,000 0
   PROEQUITIES INC. 703 - 2023-12-31 1,487 $170,000 0
   Norwood Financial Corp 83 - 2024-03-31 1,345 $169,000 0
   Front Row Advisors LLC 129 - 2023-12-31 1,120 $128,000 0
   MARYLAND CAPITAL ADVISORS INC. 82 - 2024-03-31 1,000 $126,000 0
   GLENMEDE TRUST CO NA 1186 - 2023-12-31 1,100 $126,000 0
   HARBOR INVESTMENT ADVISORY LLC 407 - 2024-03-31 975 $123,000 0
   SIGNATUREFD, LLC 1232 - 2023-12-31 700 $80,000 0
   Tyler-Stone Wealth Management 312 - 2023-12-31 600 $69,000 0
   Householder Group Estate & Retirement Specialist L - 2023-12-31 576 $65,000 0
   HIGHLANDER CAPITAL MANAGEMENT, LLC - 2023-12-31 550 $63,000 0
   Avondale Wealth Management 78 - 2024-03-31 500 $63,000 0
   OPTIMUM INVESTMENT ADVISORS 366 - 2024-03-31 400 $50,000 0
   WEST PACES ADVISORS INC. 232 - 2024-03-31 390 $49,000 0
   Sargent Bickham Lagudis LLC 450 - 2022-12-31 476 $46,000 0
   ATTICUS WEALTH MANAGEMENT LLC 265 - 2024-03-31 313 $39,000 0
   Burleson & Company LLC 188 - 2022-12-31 385 $37,000 0
   HANSON MCCLAIN, INC. 1445 - 2024-03-31 284 $36,000 0
   HARBOUR INVESTMENTS INC. 1733 - 2023-12-31 224 $26,000 0
   CALDWELL SUTTER CAPITAL INC. 442 - 2024-03-31 200 $25,000 0
   DUNCKER STREETT & CO INC 357 - 2024-03-31 200 $25,000 0
   SITTNER & NELSON LLC 262 - 2023-12-31 220 $25,000 0
   Sutton Wealth Advisors Inc. 332 - 2023-09-30 237 $24,000 0
   Nalls Sherbakoff Group LLC 223 - 2023-12-31 198 $23,000 0
   NBC SECURITIES INC. 1410 - 2024-03-31 180 $22,000 0
   Key Financial Inc 578 - 2023-12-31 186 $21,000 0
   COLONIAL ASSET MANAGEMENT, INC. 410 - 2023-12-31 174 $20,000 0
   SCBT FINANCIAL CORP 428 - 2023-12-31 160 $18,000 0
   Planning Capital Management Corp 319 - 2024-03-31 135 $17,000 0
   HARTFORD FINANCIAL MANAGEMENT INC. 292 - 2024-03-31 117 $15,000 0
   Coastal Capital Group Inc. 335 - 2023-06-30 119 $13,000 0
   EPG Wealth Management LLC 367 - 2023-12-31 100 $12,000 0
   COCONUT GROVE BANK 477 - 2023-12-31 100 $11,000 0
   Farther Finance Advisors LLC 1610 - 2023-12-31 87 $10,000 0
   Rise Advisors LLC 1058 - 2024-03-31 64 $8,000 0
   Bradley & Co. Private Wealth Management LLC 128 - 2023-12-31 70 $8,000 0
   PROVENCE WEALTH MANAGEMENT GROUP 324 - 2023-12-31 66 $8,000 0
   IFP Advisors Inc 2259 - 2023-12-31 63 $7,000 0
   BIDWELL C M & ASSOCIATES LTD/ 309 - 2023-12-31 64 $7,000 0
   Avalon Trust Co 312 - 2023-12-31 40 $5,000 0
   Aptus Capital Advisors LLC 842 - 2023-12-31 30 $3,000 0
   WHITTIER TRUST CO OF NEVADA INC 1089 - 2023-12-31 30 $3,000 0
   GUARDIAN WEALTH ADVISORS LLC / NC 406 - 2023-12-31 30 $3,000 0
   Larson Financial Group LLC 1456 - 2023-12-31 8 $1,000 0
   Oakworth Capital Inc. 655 - 2024-03-31 11 $1,000 0
   GRADIENT INVESTMENTS LLC 1569 *New 2024-03-31 0 $0 0
  84 Records found
  1    
  Page 1 of 1
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